Cassady Schiller Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Cassady Schiller Wealth Management’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$7.12K	Hold	33	–	–	﹤0.01%	373
2024 Q3	$7.62K	Hold	33	–	–	﹤0.01%	330
2024 Q2	$8.15K	Hold	33	–	–	﹤0.01%	326
2024 Q1	$7.46K	Hold	33	–	–	﹤0.01%	349
2023 Q4	$6.36K	Hold	33	–	–	﹤0.01%	349
2023 Q3	$5.23K	Hold	33	–	–	﹤0.01%	370
2023 Q2	$5.6K	Hold	33	–	–	﹤0.01%	379
2023 Q1	$4.91K	Hold	33	–	–	﹤0.01%	358
2022 Q4	$3.84K	Buy	+33	New	+$3.83K	﹤0.01%	381

Other funds holding SOXX

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cassady Schiller Wealth Management's SOXX Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its iShares Semiconductor ETF (SOXX) position steady in Q4 2024 at 33 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Cassady Schiller Wealth Management first reported a position in SOXX in Q4 2022 and has held it in 9 quarters since. The position peaked at $8.15K in Q2 2024. 761 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

Cassady Schiller Wealth Management held 33 shares of iShares Semiconductor ETF worth $7.12K as of Q4 2024.
Cassady Schiller Wealth Management left its iShares Semiconductor ETF share count unchanged in Q4 2024.
iShares Semiconductor ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #373 holding.
Cassady Schiller Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 9 quarters since.
Cassady Schiller Wealth Management's iShares Semiconductor ETF position peaked at $8.15K in Q2 2024.
761 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.